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Gunn & Company Investment Management’s Walt Disney DIS Stock Holding History

Gunn & Company Investment Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,320
Closed -$528K – 78
2024
Q2 		$528K Buy
+5,320
New +$573K 0.03% 89
2024
Q1 		– Sell
-4,909
Closed -$443K – 80
2023
Q4 		$443K Buy
+4,909
New +$433K 0.03% 79

Other funds holding DIS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gunn & Company Investment Management's DIS Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 5,320 shares — an estimated $528K sold.

Gunn & Company Investment Management first reported a position in DIS in Q4 2023 and held it in 2 quarters. The position peaked at $528K in Q2 2024. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 5,320 Walt Disney shares in Q3 2024, an estimated $528K.
  • Gunn & Company Investment Management first reported a position in Walt Disney in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Walt Disney position peaked at $528K in Q2 2024.
  • 2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.